Dimensional Etf Trust shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.5M | 237k | 27.41 |
2024-03-31 | $5.7M | 229k | 24.72 |
2023-12-31 | $5.1M | 213k | 24.11 |
2023-06-30 | $4.3M | 182k | 23.46 |
2023-03-31 | $3.7M | 159k | 23.02 |
2022-12-31 | $3.1M | 140k | 21.95 |
2022-09-30 | $2.6M | 130k | 20.09 |
2022-06-30 | $2.6M | 112k | 23.16 |
2022-03-31 | $2.1M | 81k | 26.24 |
More positions owned by Forum Private Client Group
View all positions for Forum Private Client Group